First, Let’s Install Pipeliner and Get Some Data Into the System

Pipeliner CRM runs on both Mac and Windows. Regardless of which you use, you get all the features and the convenience of the only CRM that works offline as well as online.

In these videos, you will learn how to install Pipeliner on Windows or Mac, whichever platform you currently operate.

You will then learn to import your data from CSV or VCF files. There are also instructions here on importing contacts from Gmail, and also from Outlook.

You probably have contact data in a few different places, such as your email or perhaps even another system. Just follow some simple steps and you will see how your contacts come alive in Pipeliner.

Additional Resources

Pipeliner CRM - Getting Started

Download Getting Started User Guide

Click the download button below to download a full pdf version of Getting Started User Guide for Pipeliner CRM.

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Importing Accounts & Contacts

Download Importing Accounts & Contacts User Guide

Download the full pdf version of the Importing Accounts and Contacts User Guide for Pipeliner CRM.

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